Let’s Talk

By lets-talk-cambridge

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: Entrepreneurship

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 0
Reviews: 0
Episodes: 29

Description

Let’s Talk is a podcast dedicated to providing an inside look at key conversations going on in the financial services industry and at Cambridge. The goal of this series is to provide listeners an opportunity to learn more about various Cambridge offerings and resources. The podcast is hosted by Val Vest — Executive Vice President and Chief Experience Officer — and Jeff Wick — Vice President, Client Solutions. It features business leaders and subject matter experts from across the firm as they discuss Cambridge resources and how financial professionals and their teams can leverage them to better serve clients and grow their businesses. These leaders also weigh in on key developments affecting our industry and give an inside look at what life at Cambridge is all about.

Episode Date
Episode 137: From Internship to CEO
Mar 19, 2026
WealthPort Deep Dive: Insights with Laura Papera
Mar 18, 2026
Building Advisor-First Technology: Insights from CTO Sean Van Moorleghem
Feb 23, 2026
Let’s Talk @ Ignite: Balancing Numbers and Humanity
Sep 18, 2025
Let’s Talk @ Ignite: From Service to Strategy
Sep 17, 2025
Let’s Talk @ Ignite: Bold Moves and Career Lessons
Sep 16, 2025
Let’s Talk @ Ignite: Giving Back Through Luke’s Wings
Aug 22, 2025
Let’s Talk @ Ignite: Building Something Wonderful with Eric Schwartz
Aug 22, 2025
Embracing AI – Innovation, Efficiency, and the Future of Financial Services
Jul 09, 2025
Planning, Scaling, and Legacy – A Succession Expert’s Insight
Apr 23, 2025
Navigating Growth, Regulation, and Innovation: A CEO’s Perspective
Mar 26, 2025
Taking Charge of Your Practice
Mar 24, 2025
Connecting With the Next Generation
Feb 21, 2025
Helping People – The Core of The Business
Dec 28, 2023
Leveraging Relationships
Nov 16, 2023
Getting Started and Setting Expectations
Nov 02, 2023
Position Your Business for the Future
Oct 18, 2023
Cambridge Retirement Plan Advisors (RPA): Joining Forces
Sep 05, 2023
Exploring Spire Outsourcing
Aug 21, 2023
The Pace of Change
Aug 10, 2023
Giving back: The Invest in Others Opportunity
Mar 06, 2023
Supporting Our Charitable Reach
Feb 20, 2023
Listening and Learning
Feb 06, 2023
Networking to Grow Your Business
Jan 09, 2023
It Takes a Village
Dec 12, 2022
Streamlining Your Workflow One Program At-A-Time
Nov 28, 2022
Managing Your Experience with Efficiency and Proficiency
Nov 14, 2022
Every Transition Journey is Unique
Oct 17, 2022
You Control the Journey
Aug 22, 2022